Empowered Financial Partners™ is based in Melbourne and originally began trading in 1994 as RetireInvest Williamstown. and has $134 million funds under advice.
They specialise in Value-Based Financial Planning™, a unique international system that creates and implements a comprehensive financial plan in the areas of, financial planning, taxation, money management, insurance, debt financing and estate planning. The result is their clients entire financial house remains in perfect working order for the duration of their relationship.
They put client’s values at the centre of their thinking – to understand what’s important to them about money and work collaboratively to framework and achieve their goals. Empowered Financial Partners™ was the recipient of the 2015 RI Advice Groups Platinum award. This award is given to the top ten practices of the RI Group who demonstrate the strongest compliance, client centric and collaborative values amongst the 200 strong community of member firm.
To find our more about Empowered Financial Partners click HERE.
Logiro was established by Chris Shiels and Stephen & Lyn Bell in Brisbane in 2007 and now manages approximately $240 million of client funds.
The business offers a full suite of advisory services including wealth accumulation, retirement planning, insurance, and strategic financial planning advice. By following three guiding principles of Clarity, Strategy and Growth, Logiro prides itself on extremely high client satisfaction levels and strong outcomes for clients.
In 2016 Logiro acquired Aspire SRS Pty Ltd. Aspire is a Queensland based business and Financial Wisdom member firm that services over 500 clients and represents more than $110 million of assets under advice.
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On-Track Financial Solutions originates from the partnership of two businesses founded by Odelia D’Silva and Bruce Nicholson. The business has been operating in various forms in Perth since 1989 and is now responsible for approximately $170 million of client funds.
The highly experienced On-Track Financial Advice team offer clients a full suite of advisory services including wealth accumulation, retirement planning, SMSF advice, insurance, estate planning, aged care advice and strategic financial planning advice. The team recognise that financial independence and future quality of life are vital issues that should not be left to chance. They strongly believe in the value that ongoing financial advice brings to people’s lives, not only by helping them being in control of their finances, but by achieving financial security which in turn increases life satisfaction and mental well-being. The team at On-Track Financial Solutions focus on ensuring that clients fully understand the decision-making process and help clients secure their future by providing financial strategies specifically tailored to their needs.
On-Track Financial Solutions have won several Value of Advice and Quality Recognition awards over the years.
To find out more about On-Track Financial Solutions please click HERE.
Menico Tuck Parrish originates from the partnership of two businesses founded by John Menico (OAM) and Fred Parrish and has been operating in various forms in Cairns, Queensland, since 1972.
Menico Tuck Parrish is now led by Anthony Menico and Jo Tuck and is responsible for approximately $250 million of client funds with a team of 14 including 4 financial planners.
Menico Tuck Parrish offers a full suite of advisory services to clients in Australia including wealth accumulation, retirement planning, insurance and strategic financial planning advice and aged care.
To find out more about MTP please click Here.
Peters & Partners is a chartered accounting firm providing business advisory, accounting and taxation services for small to medium-sized businesses and their owners through to large corporations. We have a wide range of clients but particularly including businesses in the financial services and professional services sectors and high net worth groups and family office clients.
Our aim is to provide you reliable information which you can apply to make strategic and day-to-day business decisions. We simplify complex problems and provide concise, meaningful insights and solutions to your financial and accounting needs.
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Wealthmed is a highly targeted and integrated financial planning, real estate, and accounting services business, specialising in wealth management for doctors and other medical specialists. Wealthmed offers a full suite of advisory services including property advocacy, wealth accumulation, retirement planning, insurance, and strategic financial planning advice. Wealthmed is led by principals Carolyn Bindon, Scott Guildford and Albert Borzillo.
To find out more about Wealthmed please click HERE.
The Farrow Hughes Mulcahy team has been providing wealth accumulation and protection advice to clients for over twenty-five years. The business currently has eight advisers and they specialise in advising large Australian corporations on their workplace superannuation arrangements and providing services to senior executives and high net worth individuals. FHM offers a full suite of advisory services to clients in Australia including wealth accumulation, retirement planning, insurance, and strategic financial planning advice.
To find out more about Farrow Hughes Mulcahy please click HERE
Dunsford Financial Planning is based on the Mornington Peninsula, Victoria and was established in 1983 by Mark Dunsford. The firm has earned a strong reputation in the local community and has built up a multi-disciplined team of specialists serving a growing group of clients and their families across multiple generations. Advice is provided on financial planning, aged care, superannuation and pensions, life insurance, estate planning, business advice and major life events.
To find out more about Dunsford Financial Planning please click HERE
McKinley Plowman was founded in 1997 by Nigel Plowman and Murray McKinley in Joondalup, in the northern suburbs of Perth. Starting out as a general accounting firm, MP+ has established itself as one of the most successful and respected financial services companies in Western Australia. The growing team includes accountants and taxation experts, along with dedicated business improvement, wealth, bookkeeping, finance, property, pension transfer, self-managed superannuation, marketing and insurance specialists. To find out more about McKinley Plowman please click here.
Spencer Fuller and Associates has been operating in Central NSW for over 30 years and has recently expanded to offices in Bathurst, Orange, and North Sydney. Delivering high quality financial advice to a broad range of clients. Led by Andrew Whelan and Bernard Begg, they have 6 Financial Planners providing specialist advice on Investment, Insurance, Superannuation, Debt Management, Estate Planning, Aged Care and Retirement Planning.
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